Jmc Wealth Management, Inc.

Jmc Wealth Management, Inc. (CRD# 140984) is a financial advisory firm headquartered in Chicago, IL. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Jmc Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
Julie M. Casserly
CRD#: 2661569
1017 West Washington, Suite 3 E, Chicago, IL 60607

Julie Casserly (CRD# 2661569) is an Investment Advisor Representative working at Jmc Wealth Management, Inc. in Chicago, IL and has over 21 years of experience in the finance industry. Julie Casserly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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